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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,494 | $81,870+43.5% | $119,634-1.8% | $68,490+71.5% |
| Participation rate | 95.0% | 71.9%+23.1pp | 79.3%+15.7pp | 67.9%+27.1pp |
| Annual return | 0.00% | -23.82%+23.8pp | -14.98%+15.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $58,962 | $2,692+2090.4% | $4,232+1293.1% | $2,597+2170.6% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $29,574 | $6,583+349.2% | $10,329+186.3% | $5,403+447.4% |